Intro Ontraport Gem

When a CRM and a smart meet Autoresponder, you get ONTRAPORT. It is an all-in-one marketing automation tool that provides great features like strong CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and more. Ontraport Gem

We analyzed ONTRAPORT nearly two years ago, but Since that time, the software has developed and they have added some new features that were amazing. So, it’s time to update our review. Also, although at first glance they’ve added significant new features have not actually fine-tuned some older ones. Let’s explore it in more depth.

Company Overview

ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he could not locate a CRM that would let him run his business. Found in 2008 and conceptualized in 2006, ONTRAPORT has grown tremendously during the past few years and today they have more than 100 team members that run the show. They have won several awards including #2 nationally for CareerBuilder’s’Big Strides at Small Business’, #102 on the Inc 500 list of fastest growing companies in the country, a place on the 50 Most Engaged Workplaces list, a Red Herring Top 100, and a Forbes Most Promising Companies listing.

Who is it not for?

It’s not even mid-sized or ideal for big companies. And if you send a great deal of emails every month, and have thousands and thousands of customers, ONTRAPORT could end up being rather costly. Businesses that run sales models and don’t really need marketing and autoresponder automation, can find options.

Who’s it for?

If you sell info products, provide coaching services, Instruction or instruction, or conduct any sort of paid membership website, you love ONTRAPORT. It makes your life easy by automating almost everything other CRMs will make you do manually.

The Same as any other applications, ONTRAPORT has its Pros and cons. It’s not perfect, and you will find things that its competitors can perform exponentially. But it’s one of the greatest — if not the best — marketing automation software solutions available for small companies, especially if they sell their goods or services on the internet. Ontraport Gem

Getting started

Getting started with ONTRAPORT is not quite as complex as it was two Years ago. It doesn’t provide a trial version just like most other CRMs, but does offer a 90-day money back guarantee. If you believe the item is not best for you or you’re not prepared for this yet, you are going to get full refund, no cancellation fee, no questions asked.

Registering for ONTRAPORT is a little complex and you can only import Contacts in CSV format. Many CRMs permit you to import contacts in various formats, or perhaps straight from third party sources like Gmail, social media stations, Yahoo, Highrise etc.. The import method is easy and pretty streamlined, you can add new areas instantly, to fit from precisely the exact same page.

You can add new custom fields instantly while importing contacts

There is no installation fee and you also get 2 hours and implementation. If you would like to have a peek at the system It is also possible to get a presentation.

Workspace and consumer experience

The software seems somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — is not very intuitive. The dashboard shows a bunch of boxes that display the metrics you choose, but it may be a little confusing.

Several CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to give you a better understanding of your clients, ONTRAPORT is lacking this feature. Similarly, when we analyzed ONTRAPORT last time, they had an program nor a website. Although, they have got an app for both iOS and Android today, not one of them is updated. We tested the latter and struck too many problems to record.

Apart from the above mentioned qualms, we really liked several things Concerning the workspace: the interface is customizable, so the menus are strategically laid out, sensible and regular naming conventions have been used, and there are fast add/manage buttons for every module. You can add custom columns as well as 150 custom fields to customize the work place depending on your business requirements.

Probably the most impressive and unique characteristic in the entire workspace Is a quick menu which appears on top of the page when you click the small button in the top right-hand corner. This fast menu features your own workflows, any unedited items, and trapped items. You can easily pin any item by clicking on the pin button highlighted in the screenshot below, so you can immediately access your favorite forms, contacts, landing pages or some other menus.

The work place excels when you want to go Beyond managing and contacting your customers. For instance, you can create landing pages, revenue cart, internet forms and a whole lot more by simply dragging and dropping items.

When we compare the job area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft having some additional features and bells and whistles, what one can do, another may also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.

Powerful API

Besides integration with several third party programs Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you incorporate it with virtually any computer software.

How popular is it?

Short answer is we are not sure. They weren’t Exactly forthcoming about their customer base, apart from it extends to over 63 countries around the world. Ontraport Gem

Pros

Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and job automation for just a few hundred dollars. To the contrary, one of the most important rivals Infusionsoft charges $1,999 kickstart charge.

You don’t even need your site because ONTRAPORT can also host your site as their sub-domain

Good customer support

Pricing — The most obvious advantage of ONTRAPORT is that the affordability of their service. At $297/month without the setup fees and two hours of complimentary onboarding calls, they are positioned quite inexpensively. What is important to consider with Ontraport is they offer you access to all their features, along with the capacity to keep 25,000 contacts and send 100,000 emails. While a few other tools may begin at a lower entry cost, you’d likely pay 5-10x the price of ONTRAPORT to the same degree of contacts &amp; features. They are scalable so that as your business grows, they can grow with you so you don’t need to be concerned about shifting systems later. The offer of a 90 day risk free guarantee is almost unheard of nowadays together with month-to-month or discounted yearly pricing option following the 90 day risk guarantee period.

Great neighborhood — ONTRAPORT has award winning customer support via phone, chat, and email during most business hours. They’re clearly committed to the achievement of the clients, holding a 97% satisfaction rate and each of their managers operate from one central place for easy communication between support and development. They upgraded all their servers for redundancy, spent in a content delivery system to ensure the fastest speed globally and are constantly looking for ways to make their program quick and responsive. They also have a great community of users in their Facebook user category, an education site that is free to ONTRAPORT clients, a quarterly bootcamp and certified consultant program and an yearly business construction event in Santa Barbara, CA.

Unified system — ONTRAPORT is the automatic engine supporting your marketing campaigns, seamlessly integrating your emails, landing pages, ecommerce and much more along with your CRM so you may hyper-target your prospects and convert them to customers. Whenever you have separate systems handling these operations all, your information is strewn around and it’s hard to be able to make data-driven decisions regarding your company. ONTRAPORT combines your advertising efforts into a single so that you have ONE place to phone for assistance and ONE place to check out your organization data.

Custom items — ONTRAPORT offers the ability to build custom items which is only accessible business systems such as SalesForce, Marketo or even Eloqua. Custom items allows you to make relationships between databases. Unique to your organization.

ECommerce features — ONTRAPORT has a massive assortment of notable ecommerce features such as automatic credit card payment collections and the ability to add upsells, cross-sells, cart abandonment and credit card expiration notification automation.

Disadvantages

Lacks some traditional sales modules such as chance management

No social networking integration

Bad cellular program, not regularly upgraded

including all the e-commerce and membership website attributes, ONTRAPORT ought to have a customer care module where customers can raise a ticket

No visible sales funnel

Both packages allow 25,000 contacts with 100K mails and 100K contacts with 100k mails. Meaning if you hit the upper limit for your contacts, you may only send four or one email per contact per month respectively, and buying email packages can be expensive

The learning curve could be a little steep, especially once you wish to use the innovative features

Dashboard user interface — While you are able to create virtually any metric you would like, their reporting dashboard isn’t particularly visually appealing as it doesn’t have graphs and charts. Ontraport Gem

Automation campaign builder — Even though Ontraport’s campaign builder is easy to use and sufficiently powerful, it operates by adding text-based principles one under another. We locate the visual’flowchart’ design campaign builder used by some of Ontraport’s opponents more intuitive to use.

Features of ONTRAPORT

Before we delve into the features of ONTRAPORT, Let us first discuss the three recently added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the annual event named ONTRApalooza, in 2015.

ONTRAPORT Projects

Another interesting and powerful feature is ONTRAPORT Projects. It’s an training program that lets you have your company up and running instantly. The CRM assembles some info and suggests projects based on your company requirements. You walk through the rest of the process, 1 step at a time when you select a project. You keep with features of this CRM, or can pause your project and restart it in the exact same point after.

Let’s say you need to sell a product for a monthly Subscription, and you’re using ONTRAPORT for the first time, you probably don’t have any idea what to do and where to get started. This is where Projects menu comes to a rescue; it will steer you to take care of everything from defining a product to selecting subscription fee and so on.

ONTRAPORT Marketplace

Pretty much like an app shop, the ONTRAPORT market lets you Discuss ONTRApages, ONTRAmail and ONTRAform templates together with all the ONTRAPORT community. You can use templates made by other users or share the ones which you created along with others.

When you can choose them to Share for free, free for certain clients or you can even charge for your designs as well as content either a one-time fee or recurring subscription fee. The smart software system deals with everything, and you get 90 percent of the fee. Than most will realise this is of a greater value.

Sequences

This is Create a series of follow up actions i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences can be triggered by customers through your blog, email or any other source, and the customer’s request will be processed by ONTRAPORT according to the rules you specified, even while you’re sleeping.

Contacts

ONTRAPORT allows you to save Many Different significant details Prospects, clients in addition to in a single customizable screen. While viewing a contact, you can send them an email or a text message, then log a telephone call, manage their credit card, then add a job… and the list goes on and on.

To update any field, just click on the value from the Area, enter the new value and hit save button that appears right next to the field. Adding tags and strings can also be an issue of a couple of clicks. Simply speaking, the contact menu is simple yet comprehensive.

Messages

ONTRAPORT Permits You to send emails, text messages Postcards, and last but not least designed email templates called ONTRAmail. Based upon the pricing strategy you choose, you can send a certain number of emails per month, and in case you have an extremely large clientele, then you may end up having to purchase costly additional messages. You want to pay 2 cents per message — which ONTRAPORT asserts is the cheapest in the industry. Likewise, ONTRAPORT charges a little under $1 per watt.

The best thing about messages is They are Two-way messages i.e. the answer from the customer can activate a sequence. Additionally, you can automatically insert merge fields to mails as well as text messages i.e. original name/last title or some other info of this contact.

Rules

An additional highly customizable menu that lets you Activate sequences or activities based on if, subsequently states. For instance, you may create a guideline to recharge transactions were declined by all, remove the contact send notification to some of your own teammates, add a label and so forth. Ontraport Gem

Event management

Event management is another unique characteristic of ONTRAPORT that lets you manage and to conduct events such as webinars, teleseminars or events. You’re able to monitor people who attended and tell the CRM to follow up with each group.

Tasks

The job management saves a Whole Lot of and automates most of the processes time. You can assign prospects to your relevant teammate, path leads based on several indexes (zip code, job name, website visits etc.). You can make conclusions of routing leads on a percentage or round-robin basis.

It’s disappointing that you can not add a new Job Rather you need to visit Contacts or Messages to add a new task; when you are viewing your tasks. There is no integrated calendar where you can view your appointments and tasks.

Settings

It Import contacts, Customized fields, handle change the default value of these fields, handle scheduled broadcasts, and lead routing and scoring.

Partner & Affiliate Program Management

This attribute lets you manage your affiliate program. Produce a branded partner center in your own website in minutes and provide the tools to them. It’s possible to make multiple affiliate programs for goods or spouse types. You could automate commissions or manually sanction them.

Revenue

You’ll if you run an Internet ecommerce business Totally adore the sales module of ONTRAPORT. Here you can see all of the purchases made by your customers, products that you sell, generate various reports such as sales report, subscriber retention report, transaction log, open orders and much more.

In Regards to e-commerce, while ONTRAPORT does The basics right, it is beaten by Infusionsoft . Firstly, ONTRAPORT doesn’t have a shopping cart as found in Infusionsoft. To get similar functionality, you are going to have to incorporate ONTRAPORT with 1 Shopping Cart. Managing payments as well as handling payment plans is relatively simpler in Infusionsoft: Infusionsoft has an integrated merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.

Tracking

This menu tells who’s engaging with your content. Unlike many other Analytic apps, ONTRAPORT tracking not only shows you how many users are viewing your site, but in addition, it tells you who they are, precisely what pages they have seen, when they viewed it and a lot more.

You can monitor users by effort, by lead Source, by mediumarticles, or by term and get alerts to follow up if someone downloads your product; a hot prospect visits a specific landing page or anything else. Ontraport Gem

Sites

This module lets you incorporate WordPress sites in Addition to create amazing Landing pages simply by dropping and dragging. Last time we reviewed ONTRAPORT, this module didn’t operate on Google Chrome, but we could create a great landing page this moment.

It is a great attribute for selling products or Coaching services. You can host movies and websites create unlimited subscription levels, and upgrade members over time, when accessibility is paid for by them.

ONTRAforms

You Can Opt to produce order or opt-in forms utilizing ONTRAPORT and then Host in your own webpage. Since there are a whole lot of templates available, all you need to do is publish, and add your photos and texts. Customizing the cubes and using them over and over again is a matter of a couple of mouse clicks , by using the click-to-select editor.

You can publish your forms as types that are static, Click-to-pop-up picture or link, or even a lightbox pop-up. The alternative is most likely the lightbox pop-up, which you can opt to get triggered when a person scrolls past proportion of the webpage, spends a specified timeframe on your site or plans to exit. A adequate tool on its own is quite expensive.

Price

ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, known as Basic. It offers just one login, is pretty reasonably priced but lacks several important features. The rest of the 2 plans haven’t changed much since we last reviewed ONTRAPORT, and all the programs include a money-back guarantee.

Fundamental

$79/month, unlimited emails, 1,000 contacts, ONTRApages webpages, amazing email templates and SMS advertising automation to get you started right

Guru

Wrap-up

ONTRAPORT as a CRM impresses, and as a company ONTRAPORT impresses, too. Their progressiveness is reflected in their product. It is a constant game of leapfrog with all the competition, and they play it continuously improving their product. Their CRM is particularly suited to businesses that do complex email advertising, and if you operate an affiliate program (which is an ideal method to run a little-cost independent sales team), ONTRAPORT is a superb tool to manage for you, also. Ontraport Gem